Atria Wealth Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Atria Wealth Solutions’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.14M	Sell	192,286 -64,810	-25%	-$1.72M	0.12%	208
2025 Q1	$6.91M	Buy	257,096 +33,471	+15%	+$905K	0.08%	255
2024 Q4	$6.02M	Buy	223,625 +32,904	+17%	+$895K	0.07%	309
2024 Q3	$5.24M	Buy	190,721 +139,569	+273%	+$3.8M	0.06%	332
2024 Q2	$1.37M	Buy	51,152 +6,146	+14%	+$165K	0.02%	766
2024 Q1	$1.22M	Buy	45,006 +17,952	+66%	+$485K	0.01%	828
2023 Q4	$733K	Buy	27,054 +2,194	+9%	+$57.4K	0.01%	1013
2023 Q3	$639K	Buy	+24,860	New	+$654K	0.01%	1020

Other funds holding CGMU

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return